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Mary Sample Chastain

Beacon Pointe Advisors, LLC

Dallas, TX

Melnourne, FL

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-20
  • TX RA
    APPROVED
    Since 2025-07-20

Branch Locations

7557 Rambler Rd Suite 1425, Dallas, TX 75231 • United States

Melnourne, FL • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Financial Planning Dallas TX 10/2019 01/2023
Barnett & Company Chattanooga TN 01/2014 09/2019
Heritage Financial Planning Dallas TX 12/2020 12/2025
Heritage Financial Planning Dallas TX 01/2022 07/2025
Beacon Pointe Advisors, Llc Dallas TX 07/2025 Present
  • 10/2019 → 01/2023
    Heritage Financial Planning
    Dallas, TX
  • 01/2014 → 09/2019
    Barnett & Company
    Chattanooga, TN
  • 12/2020 → 12/2025
    Heritage Financial Planning
    Dallas, TX
  • 01/2022 → 07/2025
    Heritage Financial Planning
    Dallas, TX
  • 07/2025 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
Previous Registrations
  • 2020-12-09 → 2025-12-12
    Heritage Financial Planning
    Chattanooga, TN
    Dallas, TX
    Melbourne, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-10
  • S65 Uniform Investment Adviser Law Examination
    2020-11-10
Other Names
  • Mary Fern Sample
  • Mary F Sample
  • Mary Fern Stallings
  • Mary F Stallings
  • Mary Fern Chastain
  • Mary F Chastain
  • Mary Fern Sample Chastain
  • Mary F Sample Chastain

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
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